Overview

At no time has the relationship between the chief academic officer (CAO) and the chief business officer (CBO) mattered more to the effective leadership of colleges and universities. Together, these individuals must develop a clear strategy and be effective at its execution, seek ways to align priorities and budgets, and innovate. Each requires the other to be effective and advance the institution they serve.

To help better understand and support this important relationship, ACE and the National Association of College and University Business Officers (NACUBO) bring together CAOs and CBOs for an annual two-day meeting to address how to build effective partnerships and to meet current economic challenges.

This action-based workshop focuses on the dynamics between CBOs and CAOs and between CAOs-CBOs and their president, helps them develop a shared action agenda, and find solutions to challenging problems they face individually and collectively.

*Please note that this program is designed for individuals from higher education institutions who report directly to the president of that institution.

TEAM REGISTRATIONThis program is designed to foster the relationship between the chief academic officer (CAO) and the chief business officer (CBO) – and we encourage you to register together. Register both individuals from the same institution or organization and receive a team discount! Pay full price for one registrant and the additional registrant from the same institution or organization will receive a $200 discount.

ACE and NACUBO are grateful to Lumina Foundation and Huron Education for their support of this program.

At no time in the recent history of higher education has the relationship between the CAO and the CBO mattered more. However, they often come from different backgrounds, have different experiences, and have different understandings of the levers and limits of their jobs. As a result, they find themselves face to face trying to bridge different cultures. This session frames these challenges.

(Small Group Discussions led by CAO-CBO facilitators)In separate groups, CAOs and CBOs explore their perceptions of each other as well as the perceptions that others have of them.

11:45 am

CAOs and CBOs: How the Other Half Lives (continued)(Small Group Discussions led by CAO-CBO facilitators)Groups visit other room to see perceptions others have of their role and discuss implications.

12:30 pm

Lunch

1:30 pm

Team TimeInstitutional teams connect with one another to discuss their learning.

2:00 pm

Strategic Review of Academic Programs

Speaker(s):Richard Staisloff, rpkGROUP

With budgets tight at most institutions, and demands for accountability rising, more and more institutions are thinking about academic program review. But conducting reviews is easier said than done. Who decides the criteria to be used? How is success judged? How can reviews be done in ways that have credibility? And how can reviews be seen as a tool to help a campus strategically connect resources and mission, not just as a way to pick programs to eliminate.

This presentation will cover best practice emerging in higher education for academic program review, including:

Creating a change agenda that moves the institution from cutting to strategic reallocation

Developing scorecards

Understanding net revenue

Overcoming internal and external obstacles

Creating buy in from campus stakeholder groups

3:30 pm

Refreshment Break

3:45 pm

Budgeting and Strategic Planning for Success

4:45 pm

Day 1 Debrief

6:30 pm

Reception and Dinner

Tuesday, August 6

Colleges and universities are holistically and aggressively scrutinizing administrative infrastructure to improve operational efficiency. For such an effort to be successful, however, everything on a college campus must be open to scrutiny and everyone willing to change. This presents a huge leadership challenge: clearly outlining standards, communicating goals, allaying fears, and maintaining support at all levels, while always keeping eyes on what can be accomplished. This session engages participants in a discussion of these activities and practices for achieving success.

10:00 am

Checkout/Break

10:30 am

Engaging Intellectually: Enhancing Academic Productivity Through the Use of Disruptive Innovations: What are the Implications?

The challenges CAOs and CBOs encounter go well beyond their relationship and dynamics. They are created by organizational, cabinet and leadership challenges (and opportunities). To provide leaders with key insights on the challenges they face, we have identified three outstanding readings on the topic of academic productivity. This session will provide focused discussions on each of the three topics identified.

The ability of the CBO and the CAO to work effectively together and be effective leaders individually is strongly tied to their relationships with the president and how they work well together (or do not work well together). This session will focus on lessons and insights related to “managing your boss.”

3:00 pm

Refreshment Break

3:15 pm

Day 2 Debrief/Closing Remarks

3:45 pm

Program Adjourns

Hotel

Grand Hyatt Washington

Experience the upscale elegance of Grand Hyatt Washington, a full-service Washington, DC hotel. Centrally located in the trendy Penn Quarter near popular local attractions, Grand Hyatt Washington is ideally situated for leisure and business travelers. Grand Hyatt Washington is a welcoming destination with a host of world-class services and amenities. Our guests enjoy well-appointed hotel rooms and suites, five delicious restaurants and bars, an indoor swimming pool, 32 meeting rooms, wedding and event planning services, executive business center, and convenient Metro Center access directly from our lobby.

Room Rate

Please Note: NACUBO professional development programs are often sell-outs. Please secure air and hotel reservations only after confirmation of registration.

Beware of Room Block Poachers:This is the practice of companies posing as an agent or representative of an association offering hotel reservation services. They may offer a hotel room at a lower cost, and have an official sounding name such as "Exhibition Housing Management". "Poachers" will immediately charge your credit card, sometimes with a "service fee", and in many cases will not make a reservation. Be advised that this is NOT an official service. No attendee should be contacted about hotel reservations except by NACUBO. If someone outside of NACUBO contacts you, we urge you to ignore them and report them immediately to NACUBO.

Speakers

J.J. Wagner DavisSenior Vice President for Administration & FinanceGeorge Mason UniversitySHOW FULL BIO »
Jennifer Wagner Davis, Senior Vice President for Administration and Finance
Jennifer (J.J.) Davis was appointed the Senior Vice President for Administration and Finance for George Mason University in March of 2013. In this role she provides direction, oversight, and financial and operation management for Mason fiscal services; purchasing and accounts payable; budget and planning; campus police; auxiliary enterprises; transportation and parking services; human resources and payroll; facilities management, planning, financing and construction; and space management. J.J. brings a wealth of experience in budget planning, development and management vital to the continued growth and prosperity of the University.
Previously, Ms. Davis excelled as the Vice President for Finance and Administration at the University of Delaware, where she and her colleagues touched on nearly every aspect of the campus, from the redesign of the human resources, finance and payroll systems to revamping the compensation system to the demolition of the Chrysler facility (and establishment of the UDid It Picnic.)
Prior to joining the University of Delaware, she worked for the State of Delaware, serving from 1993 to 2008 in such capacities as budget director, deputy secretary of education, associate secretary of education for policy and administrative services, and lastly as the Cabinet Secretary-Director of the Office of Management and Budget.
J.J. Davis was named International Women's Forum Fellow in 2008. Additionally in 2008, she received the Delaware Quality Award for OMB, Council of State Governments Innovation Leader for OMB, and the National Association of State Personnel Officers Award for Healthcare Innovation & New Human Resource Recruitment System. She serves as a director of the WSFS Corporation, a Delaware-based bank.
Ms. Davis earned both her bachelor's degree in political science and her master's degree in policy analysis from Pennsylvania State University, through its integrated Undergraduate-Graduate Degree program.
Ms. Davis resides in Fairfax, Virginia with her husband and two children.

Marta Perez DrakeVice President, Professional DevelopmentNACUBOSHOW FULL BIO »
Marta Perez Drake has served as Vice President for Professional Development of the National Association of College and University Business Officers (NACUBO) since 2010. In this position, Marta manages the execution of NACUBO’s Annual Meeting, workshops and forums, webinars, online resources, publications and Business Officer magazine.
Before joining NACUBO, Marta’s on-campus experience spans over 10 years at Duke and Georgetown Universities. She also has worked at three higher education associations – the Council of Graduate Schools (CGS), the American Council on Education (ACE) and the American Association for Higher Education (AAHE).
Marta has served on several boards in the higher education, K-12 and non-profit sectors. Marta received her bachelor's degree from Duke University and master’s degree from the University of North Carolina at Chapel Hill.

Bill A. JenkinsManaging DirectorHuron Consulting GroupSHOW FULL BIO »
Bill Jenkins’ areas of expertise in the higher education industry include financial reporting, research administration, strategic planning and budgeting, operational improvement, technology, human resources, organizational design, leadership, values, physical plant management, and a myriad of other operational functions. Serving currently as managing director, he came to Huron Consulting Group with 30 years of executive experience, including executive vice president for administration at the California Institute of Technology, vice chancellor for administration at Vanderbilt University, and positions within both North Carolina State University and Cornell University.
His involvement in the higher education industry has been substantial with associations, task forces, special organizations, such as Listening Post and Six Pack, and other universities. Because of his operational and strategic success he has consulted with more than 40 universities on a variety of financial, technology, human resource, physical plant, and organizational issues. He has served as a national and regional faculty member on subjects such as accounting, budgeting, and leadership, a keynote speaker at numerous national and regional association meetings, a consultant on a variety of NACUBO projects, Chair of the Research Council, and writing several articles for the Business Officer. Additionally he is coauthor of The Eagle and the Monk: Seven Principles of Successful Change and Managing the Hidden Organization. Mr. Jenkins holds a Master of Science and Doctor of philosophy from Purdue University, a BS in business administration from Indiana State University and a certificate from Harvard University Institute for Educational Management.

Doug LedermanEditorInside Higher EdSHOW FULL BIO »
Doug Lederman is one of the three founders of Inside Higher Ed. With Scott Jaschik, he leads the site's editorial operations, overseeing news content, opinion pieces, career advice, blogs and other features. Doug speaks widely about higher education, including on C-Span and National Public Radio and at meetings around the country, and his work has appeared in The New York Times, USA Today, and The Christian Science Monitor. Doug was managing editor of The Chronicle of Higher Education from 1999 to 2003. Before that, Doug had worked at The Chronicle since 1986 in a variety of roles, first as an athletics reporter and editor. He has won three National Awards for Education Reporting from the Education Writers Association, including one in 2009 for a series of Inside Higher Ed articles on college rankings. He began his career as a news clerk at The New York Times. He grew up in Shaker Heights, Ohio, and graduated in 1984 from Princeton University. Doug lives with his wife and their children in Bethesda, Md.

Sharon PierceVice President of Academic AffairsHoward Community CollegeSHOW FULL BIO »
Dr. Sharon Pierce, was appointed Vice President of Academic Affairs at HCC, effective July 1, 2010, following a national search. An expert in healthcare quality management and healthcare delivery, Dr. Pierce has been affiliated with HCC since 1990.
Prior to her role as the chief academic officer, she serves as chair of the Health Sciences Division at Howard Community College (HCC) from 2005 – 2010, and the Director of Nursing at HCC for four years (2001-2005). Beginning in the fall of 1990, Dr. Pierce was a full-time member of the college’s nursing faculty, achieving the rank of Professor. Before this position, she was an adjunct faculty member in the nursing division.
Prior to teaching and administration, Dr. Pierce was a practicing nurse in a variety of settings including: Clinical Nurse from 1988-1990; Cardiovascular Professional Practical Model from 1987-1990; Assistant Head Nurse on a cardiac/thoracic surgery team from 1985-1987; Head Nurse of General Surgery from 1982-1985; clinical nurse in the operating room from 1979-1982; and Clinical Nurse in a neo-natal intensive care unit from 1978-1979.
Education and Certifications:
•B.S.N., University of Maryland School of Nursing in Baltimore, Maryland
•M.S.N., University of Maryland School of Nursing in Baltimore, Maryland
•Ed.D., Morgan State University in Baltimore, Maryland
•The Chair Academy: Academy for Leadership and Development

Bob SheaSenior Fellow, Finance & Campus ManagementNACUBOSHOW FULL BIO »
Bob Shea joined NACUBO as senior fellow, finance and campus management in February 2013. Shea’s portfolio includes finance, debt, endowment and campus management issues that impact on our membership and resemble those areas of responsibility held by chief business officers. Immediately prior to NACUBO, Shea was the Vice President for Business Affairs and Chief Financial Officer at the Community College of Rhode Island (CCRI) where he had responsibility for budget, finance, human resources, information technology, strategic planning, risk management, physical plant and security at the four campus, 18,000 student, 1,200 employee, $145 million dollar enterprise that served Rhode Islanders from all walks of life. Shea also advised the Rhode Island commissioner of higher education on strategic and financial issues.
A Boston native, he served as a naval officer from 1982 until his retirement as a Captain in July 2007. He joined CCRI from his last Navy assignment at the Naval War College in Newport, Rhode Island where he led the leadership and management faculty.
He holds a Masters of Business Administration from the College of William and Mary and a Master of Arts in Strategic Studies from the Naval War College.
Bob has been married to Tracey Baldwin for 29 years and they recently relocated to Alexandria, Virginia. Together they have two sons, RJ a Bowdoin College grad working in finance in New York City and Andrew, a graduate of the U.S. Naval Academy, training to be a Navy pilot in Florida.

Jim SirianniDirector, Executive Leadership GroupAmerican Council On EducationSHOW FULL BIO »
Jim Sirianni is the director of the Executive Leadership Group. He provides leadership and oversight for the design and implementation of all Executive Leadership Group programs for presidents, chief academic officers, and other senior administrators. He tracks patterns that affect institutional strategy and management practices and shares findings with ACE members.
Previously Sirianni served as an academic affairs research consultant at The Education Advisory Board where he surfaced insights about the strategic issues chief academic officers and related senior administrators face. His portfolio included responsibility for uncovering best practices in academic affairs, managing a University Leadership Council research team, and presenting findings to clients across the country. Sirianni’s topic areas included academic program review, programmatic cost accounting, and advising. His signature projects leveraged predictive analytics to inform day-to-day practices.
As an assistant dean and director of Stanford University’s summer programs earlier in his career, Sirianni oversaw academic offerings for 2,500 matriculated and visiting students during the summer term. His understandings of institutional operations and assessment contributed to a 70% enrollment growth during his tenure. In addition to his work with the summer session programs at Stanford, Sirianni consulted for the Provost’s office on accreditation topics and the Vice Provost for Undergraduate Education on advising and summer bridge program projects.
Before joining Stanford, Sirianni served as a researcher at the Carnegie Foundation for the Advancement of Teaching. His research for Carnegie’s Business, Entrepreneurship, and Liberal Learning study resulted in the AAC&U award-winning Rethinking Undergraduate Business Education: Liberal Learning for the Profession.
Sirianni earned his bachelor’s degree from Penn State University, followed by master’s degrees in education and sociology and a doctorate in higher education policy from Stanford University (CA). His research has examined diversity on college campuses and the role of assortative mixing in shaping a variety of student outcomes.

Richard StaisloffPrincipalrpkGROUPSHOW FULL BIO »
Richard Staisloff is a founder and principal of rpkGROUP, a leading national consulting firm supporting colleges, universities and other non-profits with their growth and reallocation strategies. rpkGROUP emerged from two decades of leadership positions in the higher education sector, where Mr. Staisloff developed his expertise in finance and higher education from the perspective of public and private, two- and four-year institutions, higher education commissions, and State legislatures.
Mr. Staisloff has worked with institutions nationwide, helping them to combine a mission and market approach to strategic planning and business development. He has been a leading voice in the development of a new business model for higher education, working closely with the Association of Governing Boards, NACUBO, the Council and Independent Colleges, the Delta Cost Project and others to develop a new language and new metrics around cost, price and finance for the higher education sector.
Mr. Staisloff joined College of Notre Dame of Maryland in 1998 as vice president for finance and administration. Prior to that, Mr. Staisloff served four years at Carroll Community College, where he helped lead the creation of this college. From 1992 to 1994, Mr. Staisloff acted as a finance policy analyst for the Maryland Higher Education Commission. Finally, he served with the Maryland General Assembly House Committee on Ways and Means from 1989 to 1992, focusing on education and taxation issues.
Mr. Staisloff received his B.A. from Loyola College in Maryland and an M.A. from The American University.
Mr. Staisloff serves on the plant committee for St. Mary’s Seminary and University. In addition, Mr. Staisloff is a member of the 2006 class of the Greater Baltimore Committee’s Leadership Program.

Uday SukhatmeProvost and Executive Vice President for Academic AffairsPace UniversitySHOW FULL BIO »
Uday Sukhatme has served as Pace University’s Provost and Executive Vice President since 2012. As Provost, he is responsible for advancing academic programs and faculty development. Before joining Pace University, Dr. Sukhatme served for six years as the Executive Vice Chancellor, Dean of the Faculties, and Professor of Physics at Indiana University-Purdue University Indianapolis (IUPUI). He was the driving force responsible for developing and implementing the IUPUI Academic Plan, whose major initiatives led to transformative improvements by stimulating new revenue streams involving innovative enrollment strategies, improved student retention, increased interdisciplinary research, and energetic fundraising. Previously, Dr. Sukhatme has also served as Dean of the College of Arts and Sciences at the State University of New York at Buffalo, and has held various positions at the University of Illinois at Chicago (UIC) including Professor of Physics, Head of the Department of Physics, and Vice Provost for Academic Affairs. Dr. Sukhatme has strong academic credentials, faculty development experience, an outstanding record of research growth and enhancement, and proven success at large and complex academic institutions.
Dr. Sukhatme’s research in the phenomenology of high-energy hadronic interactions and the consequences of supersymmetric quantum mechanics was funded continuously by grants from the U.S. Department of Energy for 23 years. Among his 180 publications are 13 that have been included in the top-cited category in citation databases, an indication of their impact in the discipline of physics. His advanced level book Supersymmetry in Quantum Mechanics (2001), coauthored with Fred Cooper and Avinash Khare, has been favorably reviewed and extensively cited.
Dr. Sukhatme earned both his doctorate and bachelor’s degrees in physics from the Massachusetts Institute of Technology and a BSc Honors degree in Mathematics from the University of Delhi, India. He has been a regular participant in international high-energy physics conferences, has given talks on administrative accomplishments at many national meetings, and has received a number of community awards to recognize these achievements. He is fluent in five languages: English, Italian, Marathi, Hindi, and French.

Toby WinerExecutive Vice President, Chief Financial Officer and TreasurerPace UniversitySHOW FULL BIO »
Ms. Winer is the Executive Vice President and CFO of Pace University. Ms. Winer is responsible for all internal and external accounting and financial reporting, cash, debt and investment management, the annual budget, internal audit, and auxiliary services.
A member of Pace's executive leadership team since 2006, Ms. Winer has played an instrumental role in rebuilding its financial organization, addressing budget shortfalls in a difficult economy, and forging a firm foundation. The Finance Group made an important contribution to Standard & Poor's decision to raise the underlying rating on the University's long-term debt to investment grade in 2012. Taking advantage of the much improved credit rating, Pace issued a very successful debt offering in 2013 that will lower the institution's financial risks. As a result, the institution now has in place a financial framework to support the University's Master Plans.
Ms. Winer has held various positions in the higher education sector over the past 30 years. Prior to her present position, Ms. Winer served in several senior administrative and financial positions. She has been responsible for all areas of fundraising, capital expansion plans, strategic planning, and organizational development. She was Assistant Vice President for Planning and Budgeting at Baruch College, City University of New York, and Assistant Vice President for Administration, Office of the President, University of California, and Associate Vice Chancellor for Finance at Vanderbilt University. She was Controller and Vice President for Finance and Administration at Comp-U-Card International, Inc. and a Senior Consultant in the Management Advisory Services Division of Price Waterhouse & Co.
Ms. Winer is a Certified Public Accountant. She holds a Masters of Business Administration degree from Columbia University Graduate School of Business and a Bachelor of Arts degree with a concentration in Mathematics from Carnegie Mellon University. She attended the Summer Institute for Educational Management Program at Harvard University and took advanced business courses at New York University.